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| Provider | Service type | Compensation |
|---|---|---|
INVESCO1 year Filed as: INVESCO CORE REAL ESTATE U.S.A., LL Service code 28 · EIN 58-1707262 | Investment Management | $1,081,225 |
Filed as: ENTRUST CAPITAL DIVERSIFIED FUND Service code 28 · EIN 90-0644478 | Investment Management | $865,940 |
WINSLOW CAPITAL MANAGEMENT2+ years Filed as: WINSLOW CAPITAL MANAGEMENT INC. Service code 28 · EIN 90-0860898 | Investment Management | $692,020 |
Filed as: PATRIOT FINANCIAL PARTNERS II, L.P. Service code 28 · EIN 45-3772738 | Investment Management | $689,078 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 28 · EIN 04-2895544 | Investment Management | $669,835 |
Filed as: JOHNSTON ASSET MANAGEMENT CORPORATI Service code 28 · EIN 13-3257590 | Investment Management | $480,520 |
LSV ASSET MANAGEMENT1 year Filed as: HGK ASSET MANAGEMENT, INC. Service code 51 · EIN 52-1296988 | Investment Mgmt Fees | $466,061 |
Filed as: TIMESSQUARE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 20-1665304 | Investment Management | $412,901 |
PENN CAPITAL MANAGEMENT2+ years Service code 28 · EIN 22-2796848 | Investment Management | $403,345 |
Filed as: PRUDENTIAL REAL ESTATE INVESTORS Service code 28 · EIN 22-1211670 | Investment Management | $376,201 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,200 | $51,897+6.4% | $84,753-34.9% | $329,111-83.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 10.13% | 11.82%-1.7pp | 22.78%-12.7pp | 16.35%-6.2pp |
| Employer contribution / active EE | $3,443 | $3,022+13.9% | $3,574-3.7% | $2,303+49.5% |
| Participant deferral / active EE | $0 | $2,346-100.0% | $3,712-100.0% | $3,682-100.0% |
| Admin fee / account holder | $339 | $97+249.2% | $5,333-93.7% | $754-55.1% |